by Susan Grissom | Nov 28, 2023 | Estate Planning, Wills & Trust
When creating an Estate Plan, preparation and execution of the documents, i.e., Last Will and Testament and Trust are very important; however, they are only part of the process. If you created a Trust as a part of your plan you also need to fund the trust. Funding...
by Susan Grissom | Nov 21, 2023 | Corporate, Estate Planning, Probate
Happy Thanksgiving! Dictionary.com defines thanksgiving as the act of giving thanks; grateful acknowledgment of benefits or favors … an expression of thanks. The holiday is a holiday to celebrate the harvest and other blessings of the past year. I try to...
by Susan Grissom | Nov 14, 2023 | Estate Planning, Probate, Wills & Trust
A revocable living trust is a powerful estate planning tool that provides individuals with control over their assets during their lifetime and ensures a smooth transfer of these assets to beneficiaries upon their passing. When a grantor of a revocable living trust...
by Susan Grissom | Nov 7, 2023 | Probate
If you are named as the personal representative of an estate and the court appoints you, unless waived by Will or relieved by the Court of doing so, you are required to prepare and file an inventory report within six months of being appointed pursuant to O.C.G.A....
by Susan Grissom | Oct 31, 2023 | Estate Planning, Probate, Wills & Trust
When a family member passes, there are a number of things that should be done, some require immediate attention and others can be taken care of in the weeks and months following the death. See our list of suggested steps you should consider doing following the death...
by Susan Grissom | Oct 24, 2023 | Estate Planning, Wills & Trust
When it comes to estate planning and passing on wealth to the next generation, minimizing taxes and maximizing the inheritance is a common goal for many individuals. One crucial strategy to achieve this objective is through a concept known as “Step-Up in...
by Susan Grissom | Oct 17, 2023 | Estate Planning, Wills & Trust
Every October, we observe National Estate Planning Awareness Month, a time dedicated to highlighting the critical importance of having an estate plan in place. Estate planning is often a topic that people put off or overlook, but it’s an essential step for...
by Susan Grissom | Oct 10, 2023 | Estate Planning
A common question we are asked by clients when a loved one passes is, “Does the Will or Trust overrides the beneficiary designation on accounts?” In the realm of estate planning, Wills, trusts and beneficiary designations are commonly used tools to ensure the smooth...
by Susan Grissom | Oct 3, 2023 | Estate Planning
When it comes to managing assets and planning for the future, it’s crucial to have a clear understanding of various legal designations related to ownership and asset transfer upon death. Four commonly used terms are POD (Payable on Death), TOD (Transfer on...
by Susan Grissom | Sep 26, 2023 | Estate Planning, Probate, Wills & Trust
Probate is the legal process that occurs after an individual passes away, during which their assets are distributed to the rightful beneficiaries or heirs. It is an essential process for settling an estate and ensuring the deceased’s wishes are carried out....
